Account Credit

Related articles: Deposits 

Overview

The term 'Account Credit' refers to funds loaded directly onto a client's account. Account Credit appears in the Payment Methods tab on a Client Profile and can easily be applied to future orders. The dollar amount seen under Account Credit is the total balance of account credits minus any account debits. 

Adding Account Credit in a New Sale

1. Navigate to Sales > New Sale
2. In the checkout window, find and select the client at the top left
3. In the Account Credit section select the name of the client to credit (often same name)
4. With the proper name selected click Add
5. Enter the dollar amount of the account credit
6. Complete checkout as usual
7. The credit will now appear in the Account Credit section in the customers Client Profile under Payment Methods                                                                

Adding Account Credit in an Existing Order

1. At checkout in the Account Credit section, select the name of the client to credit (often same name)                                 
2. With the proper name selected click Add
3. Enter the dollar amount of the account credit
4. Complete checkout as usual
5. The credit will now appear in the Account Balance in the customers Client Profile  under Payment Methods 

1. At the bottom of the checkout window, current account credit will appear in green in the Account section                    
2. Click the Account button, enter the amount to apply, then Add Partial
3. The applied credit will show as Account Debit
4. Complete checkout as usual for the remaining order balance (if applicable)